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Dana Manley

Edward Jones

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About Dana Manley

Dana Manley is a financial advisor with Edward Jones. Dana has been working in the financial services industry since 1999. Dana has a Series 7, Series 63, Series 66, and Series 26 license. Dana is registered with the state of Florida and Texas as an Investment Advisor Representative.

Firm Information

Dana Manley is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Dana Manley’s Registration & Firm History

FL

05/05/2022 - Present

Edward Jones (SARASOTA FL)

FL

10/04/2011 - 06/01/2018

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

FL

09/24/2007 - 03/26/2010

SIGNATOR INVESTORS, INC. (SARASOTA FL)

FL

03/30/2007 - 09/13/2007

UVEST FINANCIAL SERVICES GROUP, INC. (TAMPA FL)

TN

02/13/2007 - 04/18/2007

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

FL

04/10/2006 - 02/13/2007

AMSOUTH INVESTMENT SERVICES, INC. (BELLEVIEW FL)

GA

12/05/2003 - 08/29/2005

SYNOVUS SECURITIES, INC. (COLUMBUS GA)

WI

11/26/2002 - 12/08/2003

INVEST FINANCIAL CORPORATION (APPLETON WI)

NJ

12/05/2001 - 11/29/2002

FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)

IN

04/20/2001 - 12/05/2001

CONSECO SECURITIES, INC. (CARMEL IN)

WI

01/04/2001 - 04/25/2001

INVEST FINANCIAL CORPORATION (APPLETON WI)

AL

12/21/1999 - 11/16/2000

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

MA

04/01/1998 - 12/01/1999

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

FL

04/16/1997 - 04/01/1998

BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 10/20/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Dana Manley. Review regulatory record here.
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